Retirement Plan Client Services Specialist

Serves as the primary point of contact for Sentry's Retirement Plan customers. Provides proactive technical guidance and consultative support for designated customers in the areas of: plan design, interpretation of plan documents, recommendation and implementation of plan amendments, contributions, plan limits, loan administration and other facets of plan administration. Conducts periodic reviews of assigned plans and proactively provides Sentry field 401(K) associates, sales associates and customers insights into plan operations, new compliance requirements, and alternative plan design or administrative approaches to improve the plan. Proactively intervenes with supporting service staff to ensure deadlines and special client needs are met, while maintaining sufficient contact with assigned customers to avoid or mitigate compliance issues. Responds to customer and field associate questions and requests with emphasis on sensitive or larger service/relationship issues.

** This role can be filled at our Stevens Point, WI , El Paso, TX, Goldsboro, NC or our Denver, CO , Madison, WI or Milwaukee, WI Offices following a hybrid work model **

As a Retirement Plan Client Services Specialist you will be responsible for answering a variety of technical 401(k) and service questions that come in from clients and employers who purchase our 401(k) products. We are looking for a team member who is passionate about working with customers, building relationships and providing the technical expertise our clients need.

What You'll Do

You will support the administration of employer retirement plans and regularly review 401(k) plans. Retirement Plan Client Services Specialist provide the customer with best practice insights in plan operations, review new compliance requirements, and alternate plan design to improve the plan.

• Provide technical support and guidance to customers and sales producers through phone calls and e-mails, while building strong relationships.
• Collaborate with sales producers to communicate compliance test results and recommend alternatives.
• Accurately manage and document processes for a variety of regulatory reports.
• Partner through the installation process of new plans by coordinating the initial contribution processes. Consult on plan design changes.
• Provide support to internal and external auditors.
• Maintain knowledge of Sentry's plan documents, contracts and systems.
• Manage an assigned book of business and meeting all scheduled service deadlines.
• Assist in staff training and procedure development.
  

What it Takes

• Associate Degree or greater preferred, equivalent work experience will be considered.
• Prior retirement/401(k) experience and knowledge of retirement/401(k) laws and regulations.
• Strong verbal and written communication skills.
• Knowledge of accounting procedures.
• Successful completion of educational courses such as CEBS or ASPPA would be highly beneficial, or desire to complete these courses upon employment.
• Computer, math aptitude, and ability to communicate and provide exceptional service to our customers required.
• Ability to prioritize workload and handle several projects simultaneously is necessary.
• Ability to analyze contracts and documents is required.
• Based on qualifications and experience, the Denver role can be filled at $24.73 - $33.97

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.

  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.

• Meal Subsidy available for associates who report to an office:

  • Offices without a cafeteria, $15.00 weekly stipend

• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program

• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off

• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

• Well-being and Employee Assistance programs

• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

All of us at Sentry-more than 4,000 associates-have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We're proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income.

Our headquarters is in Stevens Point, Wisconsin, with claims and service offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.

Get ready to own your future at Sentry. Opportunities await.

Thank you for your interest in Sentry!

Amelia Sacco

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.